HI
CSML

Harbour Investments’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Harbour Investments’s Portfolio CSML Stock Details CSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-278
Closed -$10K – 3834
2021
Q3 		$10K Buy
278
+1
+0.4% +$35 ﹤0.01% 2696
2021
Q2 		$10K Buy
277
+1
+0.4% +$36 ﹤0.01% 2760
2021
Q1 		$10K Buy
+276
New +$9.12K ﹤0.01% 2637

Other funds holding CSML

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments's CSML Position: Q4 2021 in Review

Harbour Investments sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q4 2021, closing a stake of 278 shares — an estimated $10K sold.

Harbour Investments first reported a position in CSML in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 26 funds tracked by Wall St. Rank hold CSML as of Q4 2021.

  • Harbour Investments reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 278 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q4 2021, an estimated $10K.
  • Harbour Investments first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $10K in Q3 2021.
  • 26 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.